SIST EN 62023:2012
(Main)Structuring of technical information and documentation (IEC 62023:2011)
Structuring of technical information and documentation (IEC 62023:2011)
This international standard provides rules for applying a method of structuring technical information and documentation by using a main document (leading document) for the clustering of the information for each object.
Structuration des informations et de la documentation techniques (IEC 62023:2011)
Structuration des informations et de la documentation techniques (CEI 62023:2011)
La CEI 62023:2011 fournit des règles relatives à l'application d'une méthode de structuration des informations et de la documentation techniques basée sur l'utilisation d'un document principal (document premier) rassemblant les informations sur chaque objet. Cette édition annule et remplace la première édition de la CEI 62023 publiée en 2000. Cette édition constitue une révision technique. Elle inclut les modifications importantes suivantes par rapport à l'édition précédente: - la terminologie utilisée dans la publication a été adaptée à celle utilisée dans CEI 81346-1:2009 et CEI 62507-1:2010; - les chiffres ont été adaptés aux principes utilisés dans la CEI 81346-1 afin de mieux illustrer les relations entre les normes; - les exemples des annexes ont été dotés de commentaires. Le contenu du corrigendum de février 2012 a été pris en considération dans cet exemplaire.
Zgradba tehnične informacije in dokumentacije (IEC 62023:2011)
Ta mednarodni standard določa pravila za uporabo metode priprave tehnične informacije in dokumentacije z glavnim dokumentom (vodilnim dokumentom), s katero se poveže informacije o posameznem objektu.
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN 62023:2012
01-marec-2012
1DGRPHãþD
SIST EN 62023:2002
=JUDGEDWHKQLþQHLQIRUPDFLMHLQGRNXPHQWDFLMH ,(&
Structuring of technical information and documentation (IEC 62023:2011)
Structuration des informations et de la documentation techniques (IEC 62023:2011)
Structuration des informations et de la documentation techniques (CEI 62023:2011)
Ta slovenski standard je istoveten z: EN 62023:2012
ICS:
01.110 7HKQLþQDGRNXPHQWDFLMD]D Technical product
L]GHONH documentation
29.020 Elektrotehnika na splošno Electrical engineering in
general
SIST EN 62023:2012 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN 62023:2012
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SIST EN 62023:2012
EUROPEAN STANDARD
EN 62023
NORME EUROPÉENNE
January 2012
EUROPÄISCHE NORM
ICS 29.020 Supersedes EN 62023:2000
English version
Structuring of technical information and documentation
(IEC 62023:2011)
Structuration des informations et de la Strukturierung technischer Information
documentation techniques und Dokumentation
(CEI 62023:2011) (IEC 62023:2011)
This European Standard was approved by CENELEC on 2011-11-23. CENELEC members are bound to comply
with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard
the status of a national standard without any alteration.
Up-to-date lists and bibliographical references concerning such national standards may be obtained on
application to the CEN-CENELEC Management Centre or to any CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other
language made by translation under the responsibility of a CENELEC member into its own language and notified
to the CEN-CENELEC Management Centre has the same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus,
the Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,
Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia,
Spain, Sweden, Switzerland, Turkey and the United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Management Centre: Avenue Marnix 17, B - 1000 Brussels
© 2012 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.
Ref. No. EN 62023:2012 E
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SIST EN 62023:2012
EN 62023:2012 - 2 -
Foreword
The text of document 3/1050/FDIS, future edition 2 of IEC 62023, prepared by IEC/TC 3 "Information
structures, documentation and graphical symbols" was submitted to the IEC-CENELEC parallel vote and
approved by CENELEC as EN 62023:2012.
The following dates are fixed:
(dop) 2012-08-23
• latest date by which the document has
to be implemented at national level by
publication of an identical national
standard or by endorsement
(dow) 2014-11-23
• latest date by which the national
standards conflicting with the
document have to be withdrawn
This document supersedes EN 62023:2000.
EN 62023:2011 includes the following significant technical changes with respect to EN 62023:2000:
— the terminology used in the publication has been adapted to the one used in EN 81346-1:2009 and
EN 62507-1:2011;
— the figures have been adapted to the principles used in EN 81346-1:2009 in order to better illustrate
the interrelations between the standards;
— the examples in the annexes have been provided with comments;
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such patent
rights.
Endorsement notice
The text of the International Standard IEC 62023:2011 was approved by CENELEC as a European
Standard without any modification.
In the official version, for Bibliography, the following notes have to be added for the standards indicated:
IEC 62507-1:2010 NOTE Harmonized as EN 62507-1:2011 (not modified).
IEC 81346-2:2009 NOTE Harmonized as EN 81346-2:2009 (not modified).
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SIST EN 62023:2012
- 3 - EN 62023:2012
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
NOTE When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD
applies.
Publication Year Title EN/HD Year
IEC 61082-1 2006 Preparation of documents used in EN 61082-1 2006
electrotechnology -
Part 1: Rules
IEC 61355-1 2008 Classification and designation of documents EN 61355-1 2008
for plants, systems and equipment -
Part 1: Rules and classification tables
IEC 61360 - Component data dictionary (CDD) - -
IEC 62027 - Preparation of object lists, EN 62027 -
including parts lists
IEC/PAS 62569-1 - Generic specification of information on - -
products -
Part 1: Principles and methods
IEC 81346-1 2009 Industrial systems, installations and EN 81346-1 2009
equipment and industrial products -
Structuring principles and reference
designations -
Part 1: Basic rules
IEC 82045-1 2001 Document management - EN 82045-1 2001
Part 1: Principles and methods
IEC 82045-2 2004 Document management - EN 82045-2 2005
Part 2: Metadata elements and information
reference model
ISO 7200 - Technical product documentation - EN ISO 7200 -
Data fields in title blocks and document
headers
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SIST EN 62023:2012
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SIST EN 62023:2012
IEC 62023
®
Edition 2.0 2011-10
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Structuring of technical information and documentation
Structuration des informations et de la documentation techniques
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
PRICE CODE
INTERNATIONALE
CODE PRIX V
ICS 29.020 ISBN 978-2-88912-707-8
® Registered trademark of the International Electrotechnical Commission
Marque déposée de la Commission Electrotechnique Internationale
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SIST EN 62023:2012
– 2 – 62023 IEC:2011
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 7
2 Normative references . 7
3 Terms and definitions . 7
3.1 General terms . 8
3.2 Terms related to documentation structure . 10
3.3 Terms related to document structure . 11
3.4 Alphabetical index of terms . 12
4 General . 12
4.1 Basic principles of structuring of systems, installations and products. 12
4.2 Objects and documents describing the objects . 14
4.3 Documentation structure and document structure . 14
4.3.1 Documentation structure . 14
4.3.2 Document structure . 14
4.3.3 Border between documentation structure and document structure . 15
5 Main document and complementary documents . 15
5.1 General . 15
5.2 Contents of the main document . 16
5.2.1 Document parts . 16
5.2.2 Document part containing complementary documents . 17
5.2.3 Document part containing characteristic properties . 17
5.2.4 Document part containing constituent objects . 17
5.3 Relationship between main document and complementary documents . 18
5.3.1 Main document . 18
5.3.2 Complementary documents . 18
5.4 Single-level and multi-level main documents . 19
5.5 Classification of the main document . 20
6 Representations of an object . 20
6.1 General . 20
6.2 Presentation of an object type at its occurrences . 20
6.3 Referencing . 21
6.4 Document metadata . 21
Annex A (informative) Example of a composite main document based on a parts list
document . 24
Annex B (informative) Example of a main document based on a list of documents,
referencing data sheet, object lists, etc. . 27
Bibliography . 32
Figure 1 – Illustration of an object with three aspects, and where each of these aspects
are used for sub-structuring . 13
Figure 2 – Information content of a document describing an object . 15
Figure 3 – Documentation structure for a single object . 16
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SIST EN 62023:2012
62023 IEC:2011 – 3 –
Figure 4 – Main document and complementary documents; illustration of different
degrees of partitioning of the information into different documents . 19
Figure 5 – Relations among objects and documents . 23
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SIST EN 62023:2012
– 4 – 62023 IEC:2011
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
STRUCTURING OF TECHNICAL INFORMATION
AND DOCUMENTATION
FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote
international co-operation on all questions concerning standardization in the electrical and electronic fields. To
this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,
Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC
Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested
in the subject dealt with may participate in this preparatory work. International, governmental and non-
governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely
with the International Organization for Standardization (ISO) in accordance with conditions determined by
agreement between the two organizations.
2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
consensus of opinion on the relevant subjects since each technical committee has representation from all
interested IEC National Committees.
3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC
Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
misinterpretation by any end user.
4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
transparently to the maximum extent possible in their national and regional publications. Any divergence
between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in
the latter.
5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity
assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any
services carried out by independent certification bodies.
6) All users should ensure that they have the latest edition of this publication.
7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and
members of its technical committees and IEC National Committees for any personal injury, property damage or
other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and
expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC
Publications.
8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of
patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 62023 has been prepared by technical committee 3: Information
structures, documentation and graphical symbols.
This second edition cancels and replaces the first edition of IEC 62023 published in 2000.
This edition constitutes a technical revision.
This edition includes the following substantial changes with respect to the previous edition:
• the terminology used in the publication has been adapted to the one used in
IEC 81346-1:2009 and IEC 62507-1:2010;
• the figures have been adapted to the principles used in IEC 81346-1:2009 in order to
better illustrate the interrelations between the standards;
• the examples in the annexes have been provided with comments;
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SIST EN 62023:2012
62023 IEC:2011 – 5 –
The text of this standard is based on the following documents:
FDIS Report on voting
3/1050/FDIS 3/1071/RVD
Full information on the voting for the approval of this standard can be found in the report on
voting indicated in the above table.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
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SIST EN 62023:2012
– 6 – 62023 IEC:2011
INTRODUCTION
IEC 62023 can be seen as a bridge between system structuring principles and documentation
structuring principles, in that it provides:
• a standardization of common practice in manufacturing industry with regard to the
organization of information / documentation according to the product structure by means
of a main document;
• a further detailing and formalization of guidance already given in IEC 61355-1:2008, by
the general establishment of the main document concept with explicit referencing to
complementary documents in a document set for a technical object; and
• an application of the object concept from the structuring principles of IEC 81346-1:2009 in
the area of document structuring. It goes beyond the existing documents in that it shows
how objects with several aspects can be kept together in a systematic way.
In Product Data Management (PDM) systems the ”objects” in the product structure, which are
configuration controlled information objects, correspond logically to main documents.
However, although they fulfil all necessary requirements for being documents, the term is
sometimes not used for them.
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SIST EN 62023:2012
62023 IEC:2011 – 7 –
STRUCTURING OF TECHNICAL INFORMATION
AND DOCUMENTATION
1 Scope
This international standard provides rules for applying a method of structuring technical
information and documentation by using a main document (leading document) for the
clustering of the information for each object.
2 Normative references
The following referenced documents are indispensable for the application of this document.
For dated references, only the edition cited applies. For undated references, the latest edition
of the referenced document (including any amendments) applies.
IEC 61082-1:2006, Preparation of documents used in electrotechnology – Part 1: Rules
IEC 61355-1:2008, Classification and designation of documents for plants, systems and
equipment – Part 1: Rules and classification tables
IEC 61360, Component data dictionary (CDD).
Available from:
1
IEC 62027: -, Preparation of object lists, including parts lists
IEC/PAS 62569-1, Generic specification of information on products – Part 1: Principles and
methods
IEC 81346-1:2009, Industrial systems, installations and equipment and industrial products -
Structuring principles and reference designations – Part 1: Basic rules
IEC 82045-1:2001, Document management – Part 1: Part 1: Principles and methods
IEC 82045-2:2004, Document management – Part 2: Metadata elements and information
reference model
ISO 7200, Technical product documentation – Data fields in title blocks and document
headers
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply. In the
definitions, terms that are defined elsewhere in this clause are shown in italics.
An alphabetical index of terms is given in 3.4.
NOTE Definitions taken over from other international standards are not necessarily literally cited, but adapted to
the form required for definitions according to the ISO/IEC Directives.
—————————
1
In preparation.
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SIST EN 62023:2012
– 8 – 62023 IEC:2011
3.1 General terms
3.1.1
object
entity treated in a process of development, implementation, usage and disposal
NOTE 1 The object may refer to a physical or non-physical “thing”, i.e. anything that might exist, exists or did
exist.
NOTE 2 The object has information associated to it.
[IEC 81346-1:2009, definition 3.1]
3.1.2
system
set of interrelated objects considered in a defined context as a whole and separated from their
environment
NOTE 1 The system is considered to be separated from the environment and from the other external systems by
an imaginary surface, which cuts the links between them and the system.
NOTE 2 A system is generally defined with a view to achieve a given objective.
NOTE 3 The term system should be qualified if it is not clear from the context to what it refers.
Examples of a system: a drive system, a water supply system, a stereo system, a computer.
NOTE 4 When a system is part of another system, it may be considered as an object.
[IEC 351-21-20, modified]
3.1.3
plant
assembly of different systems on a specific site
[IEC 61355-1:2008, definition 3.10]
3.1.4
aspect
specified way of viewing an object
[IEC 81346-1:2009, definition 3.3]
3.1.5
structure
organization of relations among objects of a system describing constituency relations
(consists of/is a part of)
[IEC 81346-1:2009, definition 3.9]
3.1.6
occurrence (of an object)
use of an object type within a specified context (another object or system) irrespective of
which object individual is being used
[IEC 62507, definition 3.15]
3.1.7
identifier
attribute associated with an object to unambiguously identify it in a specified domain
NOTE In an identification system several types of identifiers may be required.
[IEC 62507-1, definition 3.8]
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SIST EN 62023:2012
62023 IEC:2011 – 9 –
3.1.8
identification number
ID
string of characters representing the value of the identifier
NOTE 1 It is practice that although the term says “number” the string can contain other types of characters as
well.
NOTE 2 The terms product number, item number; part number; article number; product identifying number,
traceability number (serial or batch) are sometimes used as synonyms to identification number.
NOTE 3 Identification numbers are often required to be unique (an object shall have one number only). This is an
unnecessary strong requirement, it is sufficient if they are unambiguous. An object may have more than one
identification number, even if this is an undesirable situation.
Furthermore, it is assumed in the definition that an organization may be responsible for more than one
identification number domain. This is a commonly occurring situation when organizations are merged, etc.
NOTE 4 For products, identification number is normally assigned at the engineering of the object. Objects with the
same identification number are supposed to have the same “form, fit and function” and hence being
interchangeable.
[IEC 62507-1, definition 3.5, modified]
3.1.9
identification (activity)
act of associating identification numbers to an object
[IEC 62507-1, definition 3.4]
3.1.10
product number
product ID
part number
part ID
identification number of a product, based on an identification system used by a particular
organization
NOTE The term part is often synonym for a product that is expected to be used as a component of one or more
assembled products. Part number is therefore synonym to product number.
3.1.11
reference designation
identifier of a specific object formed with respect to the system of which the object is a
constituent, based on one or more aspects of that system
[IEC 81346-1:2009, definition 3.11]
3.1.12
reference designation set
collection of two or more reference designations assigned to an object of which at least one
unambiguously identifies this object
[IEC 81346-1:2009, definition 3.14]
3.1.13
type (of object)
class of objects having the same set of characteristic properties
[IEC 62507-1, definition 3.16]
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SIST EN 62023:2012
– 10 – 62023 IEC:2011
3.2 Terms related to documentation structure
3.2.1
document
fixed and structured amount of information that can be managed and interchanged as a unit
between users and systems
NOTE 1 This unit may not necessarily be human perceptible. Information is usually stored on a data medium.
NOTE 2 The term document is not restricted to its meaning in a legal sense.
NOTE 3 A document can be designated in accordance with the type of information and the form of presentation,
for example overview diagram, connection table, function chart.
[IEC 61082-1:2006, definition 3.1.2 and IEC 82045-1:2001, definition 3.2.3, modified]
3.2.2
document number
document ID
identification number assigned to a document
[based on IEC 82045-2:2004, (Clause 8)]
3.2.3
documentation (noun)
collection of documents related to a given subject
NOTE 1 This may include technical, commercial and/or other documents.
NOTE 2 The term subject may refer to objects in the sense of IEC 81346 or to other things to be addressed.
NOTE 3 A documentation can consist of documents, composite documents and document sets.
NOTE 4 The number and kinds of documents in a documentation can differ according to purpose.
[IEC 61355-1:2008, definition 3.5]
3.2.4
document set
collection of different documents which is intended to be treated as a unit
NOTE Document sets may consist of documents and composite documents.
[IEC 61355-1:2008, definition 3.4]
3.2.5
main document
leading document
document representing an object and containing or referring to the complete information on
the object
3.2.6
single-level main document
main document that specifies one assembly level of sub-objects only
3.2.7
multi-level main document
main document that specifies more than one assembly level of sub-objects
3.2.8
complementary document
supplementary document
referenced document, containing part of the information on an object
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SIST EN 62023:2012
62023 IEC:2011 – 11 –
NOTE Complementary documents may carry the detailed information, while the main document may carry
information on the organization of the complementary documents only. Example: drawings can be complementary
documents to object lists.
3.2.9
document kind
type of document defined with respect to its specified content of information and form of
presentation
NOTE Sometimes the term document type is used for the same concept.
[IEC 61355-1:2008, definition 3.6]
3.2.10
document kind class
group of document kinds having similar characteristics concerning content of information
independent from the form of presentation.
[IEC 61355-1:2008, definition 3.7]
3.3 Terms related to document structure
3.3.1
document part
identifiable part of a document having a defined purpose with respect to the document
NOTE The concept of document parts emanates from the observation that a document can be sub-divided into
parts, logically and/or physically. A logical part presents information in a homogeneous form of presentation.
Examples of such parts are: administrative part, part containing characteristic properties, part containing
complementary documents, drawing part, revision part, and document header. Example of physical parts: page,
text block, figure, or, considering other media than paper: diskette.
3.3.2
composite document
document containing different parts of information, each part related to a different document
kind class
[IEC 61355-1:2008, definition 3.3]
3.3.3
list item
presentation as part of a table or list of an ordered set of characteristic property values
pertaining to one specific object
[IEC 62027:--, definition 3.3.1]
3.3.4
document list body
table containing list items specifying documents
3.3.5
object list body
table containing list items specifying the objects that constitute an assembly (or sub-
assembly) or system and, if necessary, reference documents
[IEC 62027:--, definition 3.3.2]
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SIST EN 62023:2012
– 12 – 62023 IEC:2011
3.4 Alphabetical index of terms
Term Term number Term Term number
aspect 3.1.4 main document 3.2.5
complementary document 3.2.8 multi-level main document 3.2.7
composite document 3.3.2 object 3.1.1
document 3.2.1 object list body 3.3.5
document ID 3.2.2 occurrence 3.1.6
document kind 3.2.9 part ID 3.1.10
document kind class 3.2.10 part number 3.1.10
document list body 3.3.4 plant 3.1.3
document number 3.2.2 product ID 3.1.10
document part 3.3.1 product number 3.1.10
document set 3.2.4 reference designation 3.1.11
documentation (noun) 3.2.3 reference designation set 3.1.12
ID 3.1.9 single-level main document 3.2.6
identification 3.1.9 structure 3.1.5
identification number 3.1.8 supplementary document 3.3.2
iden
...
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